Position in SWK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$273,324
+$68,387 QoQ
Shares Held
2,904
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 766 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Summit Financial, LLC holds $951,371 across 3 Tools & Accessories names. SWK ranks #2 (28.7% of the industry book) .
All Filings in SWK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,324 | 2,904 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,937 | 2,884 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,338 | 2,724 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $2,404,108 | 35,485 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,210,300 | 28,750 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||